Calculating contribution limits when thresholds are changing
My client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
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Authority to Release Excess Non-concessional Contributions
A fund has received a release authority from the ATO to release a member’s excess non-concessional...
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Segregating pension assets – is it always possible in the first year?
My client will start a retirement phase pension from 1 July and plans to realise a capital gain on...
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SMSFs & private company shares
My client wants their SMSF to buy shares in a private company. What do they need to consider to...
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Got an SMSF that’s been scammed?
My client thought he was making an investment for his SMSF but it appears he was scammed and the...
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Pension funds and asset valuations
My client is planning to start drawing a pension from her fund with her entire member balance on 1...
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My client has a corporate trustee for their SMSF. Who can own the shares in the company?
In short, anyone can.
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Audit Management Letters
My client has received a management letter from the auditor of their SMSF. Should they be worried?
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Is this a permitted SMSF investment?
My client’s SMSF owns residential property in a beachside location. The property is available for...
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Valuing assets to market in SMSFs
My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June...
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How is a non reversionary pension dealt with on death?
When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...
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In-house assets and 30 June
My client’s SMSF lent money to a related entity last October. The value of the loan was less than...
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